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LPL Financial
LPLA

Overview Fund Activity

153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.

Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
4.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
27
Increased
61
Reduced
49
Closed
37
Calls
$38.9M
Puts
$15.4M
Net Calls
+$23.5M
Net Calls Change
+$26.9M

Top Buyers

1
CCP
1
Clarkston Capital Partners
Michigan
$74.8M
2
FCIM
2
Fairview Capital Investment Management
California
$123M
3
DIG
3
Dragoneer Investment Group
California
$38.7M
4
Invesco
4
Invesco
Georgia
$103M
5
HCM
5
HMI Capital Management
California
$68.9M

Top Sellers

1
MCM
1
Marcato Capital Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$401K
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$1.06M 42,880 -32,179 -43%
BA
77
BlackRock Advisors
Delaware
$979K 39,495 -614 -2%
RQS
78
Ramsey Quantitative Systems
Kentucky
$923K 37,231 +11,345 +44%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$916K 36,943 +5,537 +18%
CIM
80
Cambria Investment Management
California
$811K 32,701 -3,331 -9%
CG
81
Clinton Group
New York
$777K 31,342 +18,261 +140%
PG
82
PEAK6 Group
Illinois
$734K 29,594 +29,594 New
BKBG
83
BHF Kleinwort Benson Group
Belgium
$691K 27,874 +8,594 +45%
Simplex Trading
84
Simplex Trading
Illinois
$688K 27,744 +27,744 New
Legal & General Group
85
Legal & General Group
United Kingdom
$670K 27,035 -4,690 -15%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$664K 26,775 +26,775 New
BIM
87
BlackRock Investment Management
Delaware
$663K 26,741 -13,427 -33%
B
88
Barings
North Carolina
$573K 23,100 +23,100 New
PHS
89
Pekin Hardy Strauss
Illinois
$568K 22,900 -163,163 -88%
SC
90
Sculptor Capital
New York
$538K 21,700 – –
RJT
91
Raymond James Trust
Florida
$435K 17,560 +17,560 New
Principal Financial Group
92
Principal Financial Group
Iowa
$401K 16,188 -2,619,081 -99%
CCM
93
Cadence Capital Management
Massachusetts
$383K 15,432 +1,802 +13%
URS
94
Utah Retirement Systems
Utah
$346K 13,976 -700 -5%
Citadel Advisors
95
Citadel Advisors
Florida
$338K 13,623 -190,689 -93%
GAM
96
Gotham Asset Management
New York
$319K 12,845 +12,845 New
PAG
97
Private Advisor Group
New Jersey
$314K 12,647 +5,755 +84%
MF
98
Magnetar Financial
Illinois
$293K 11,799 +2,499 +27%
BOTW
99
Bank of the West
California
$286K 11,550 -50 -0.4%
ProShare Advisors
100
ProShare Advisors
Maryland
$275K 11,078 -2,358 -18%
2 3
4
5 6